Inside a16z’s $1.25B Infra Bet | Martin Casado, General Partner at a16z

In this interview podcast, Jack Altman interviews Martin Casado about the evolving landscape of venture capital, the importance of media presence for VCs, and the shift from generalist to specialist roles within VC firms. Casado shares his insights on investing in AI infrastructure, the dynamics of competition and talent acquisition in the AI sector, and the significance of open source in fostering a healthy ecosystem. The conversation also explores the challenges of managing conflicts within VC portfolios and the evolving role of board members in guiding companies, emphasizing the importance of providing value beyond traditional governance.